Unclaimed
Beyene Kidane Misikir is a financial advisor registered with Charles Schwab & Co., Inc.. Beyene has been a registered representative in the securities industry since April 2017. Beyene has worked in the financial services industry for over 10 years. Beyene has passed the Series 66, Series 7, and SIE exams. Beyene is registered in 41 states, including Texas, California, and New York. Beyene also holds an investment advisor representative license in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CA
06/23/2020 - Present
Charles Schwab & CO., Inc. (San Francisco CA)
TX
04/06/2017 - 07/10/2018
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 05/05/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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